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Get your taxes done using TurboTax
I am using TurboTax premier on Windows 10 desktop and am having a very similar problem. I two Schwab brokerage accounts and two Schwab Bank accounts. I have granted 3rd party access to all 4 accounts, but a single 1099-DIV and 1099-INT only download for my primary brokerage account. I have chatted with Schwab about this and they says everything is good on their end. My default browser is Chrome and I have also tried switching the default to Edge, but got the same result.
Something on the TurboTax side is definitely broken.
‎February 18, 2025
1:37 PM